Legacy Advisory Services, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Legacy Advisory Services, Llc disclosed 52 stock positions valued at approximately $142.06M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $142.06M
Holdings by Sector
Legacy Advisory Services, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SHV | Other | 16.26% | 209,359 | -19,338 | -8.46% | $23,102,797 |
| SPDR SERIES TRUST | SPLG | Other | 15.00% | 242,446 | +2,920 | +1.22% | $21,306,180 |
| ISHARES TR | SGOV | Other | 11.19% | 157,858 | -7,340 | -4.44% | $15,891,568 |
| ISHARES TR | USMV | Other | 8.29% | 122,116 | +11,569 | +10.47% | $11,779,334 |
| ISHARES TR | QUAL | Other | 7.29% | 47,174 | +2,460 | +5.50% | $10,351,544 |
| ISHARES TR | IWX | Other | 4.70% | 63,553 | +662 | +1.05% | $6,683,243 |
| ISHARES TR | IVV | Other | 4.30% | 8,162 | -484 | -5.60% | $6,112,904 |
| ISHARES TR | IWM | Other | 3.63% | 17,149 | -95 | -0.55% | $5,152,448 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.30% | 68,828 | +591 | +0.87% | $4,680,992 |
| ISHARES TR | IQLT | Other | 3.23% | 92,729 | +3,521 | +3.95% | $4,594,722 |
| ISHARES TR | IOO | Other | 2.29% | 23,850 | +3,886 | +19.47% | $3,257,946 |
| ISHARES TR | IWL | Other | 1.99% | 15,321 | +695 | +4.75% | $2,833,639 |
| SPDR SERIES TRUST | LGLV | Other | 1.92% | 15,055 | +1,190 | +8.58% | $2,731,994 |
| ISHARES TR | AOR | Other | 1.69% | 34,481 | +263 | +0.77% | $2,396,430 |
| VANGUARD WORLD FD | MGC | Other | 1.64% | 8,495 | -1 | -0.01% | $2,324,741 |
| BLACKROCK ETF TRUST II | HYMU | Other | 1.27% | 80,200 | -300 | -0.37% | $1,800,490 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 2,198 | +1,072 | +95.20% | $820,099 |
| VANGUARD WORLD FD | MGK | Other | 0.54% | 8,647 | +6,965 | +414.09% | $760,244 |
| ISHARES TR | SMMD | Other | 0.51% | 7,853 | +270 | +3.56% | $719,628 |
| CROCS INC | CROX | Consumer Cyclical | 0.50% | 5,920 | +67 | +1.14% | $714,189 |
| BROADCOM INC | AVGO | Technology | 0.49% | 1,835 | +8 | +0.44% | $693,261 |
| NVIDIA CORPORATION | NVDA | Technology | 0.45% | 3,162 | +72 | +2.33% | $632,753 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.42% | 798 | +126 | +18.75% | $596,223 |
| SHOPIFY INC | SHOP | Technology | 0.41% | 5,063 | - | - | $578,093 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 0.39% | 4,333 | +46 | +1.07% | $559,347 |
| WALMART INC | WMT | Consumer Defensive | 0.39% | 4,873 | +192 | +4.10% | $551,939 |
| APPLE INC | AAPL | Technology | 0.37% | 1,833 | -31 | -1.66% | $530,552 |
| MERCK & CO INC | MRK | Healthcare | 0.37% | 4,097 | -259 | -5.95% | $526,465 |
| EATON CORP PLC | ETN | Other | 0.37% | 1,222 | -20 | -1.61% | $520,719 |
| AUTONATION INC | AN | Consumer Cyclical | 0.32% | 2,452 | +28 | +1.16% | $455,557 |
Showing 30 of 52 holdings in the latest reporting period.